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@lightspeedvp

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Lightspeed
@lightspeedvp
Dec 15, 2025
Today we're announcing over $9B in capital for a new family of funds — our largest raise in 25 years. AI is rewriting the rules. We're backing the founders building what comes next.
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Lightspeed
@lightspeedvp
5h
Bucky Moore says we may not fully understand how AI models think, but we can be much stricter about what they're allowed to do: "I don't think at the moment that understanding how to control and interpret the models is an immediate lever to pull." "We need to go back to the
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Lightspeed
@lightspeedvp
Sep 11
36:26
AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and
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Lightspeed
@lightspeedvp
Sep 11
Pocket FM has shown how serialized fiction can travel across markets when stories are adapted for local audiences. US revenue is accelerating at $390M+ ARR. France reached $10M+ ARR within 3 months and Germany $21M+ ARR within 11 months, all while listeners spend more than 150
forbes.com
‘More Content Is Always Great:’ Inside Pocket FM’s $400 Million Content Farm
The popular audio microdrama platform is pumping out 200,000 hours of AI-powered, user-generated shows a month—and finding enough hits to believe it is the future of entertainment.
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Lightspeed
@lightspeedvp
Sep 11
AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and
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8
Lightspeed
@lightspeedvp
Sep 11
Antoine Moyroud on Mistral’s evolution since Lightspeed’s seed investment: “When we made the bet on the team, it was very much a research team.” “It’s one thing to be an engineer and grow into a CEO and a leadership team. It’s another to go from research to engineering to
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Claire Zau
@clairejyz
Sep 11
16:37
INSIDE MISTRAL'S $3.5B SERIES D - LARGEST EQUITY ROUND IN EUROPEAN TECH HISTORY @antoine_moyroud has been part of the journey since the seed check and James Ephrati currently sits on the board. @lightspeedvp has invested in every round since day one. They joined us for our first